GREAT OAK CAPITAL PARTNERS, LLC

105r Depot Street
Suite 5
South Easton, Massachusetts 02375
Tel: (508) 230-7100

About GREAT OAK CAPITAL PARTNERS, LLC

GREAT OAK CAPITAL PARTNERS, LLC, formally registered with the SEC as GREAT OAK CAPITAL PARTNERS, LLC. The firm was established in 05/24/2019. They have over 2 offices throughout the country.

GREAT OAK CAPITAL PARTNERS, LLC is a South Easton, Massachusetts based Financial Planning firm with nearly $390,331,995 assets under management, offering retirement planning & investment advisory services to 1760 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281045
SEC#	801-116681
Assets Managed by Firm	$390,331,995
No. of Clients	1760
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1760	$390,331,995
Individuals (other than high net worth individuals)	447	$142,931,113
High net worth individuals	115	$237,555,587
Pension and profit sharing plans	Fewer than 5 clients	$9,845,295

More Retirement Planning firms in South Easton, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

Explore More Retirement Advisors in South Easton, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.